General
Insurance Audit 2026: What To Review In Your Life, Disability, and Long‑Term Care Coverage
At On Purpose Financial, we talk a lot about fitting all of the pieces together so that your finances are well coordinated and serve your life. Insurance is not the glamorous part of that work. But when something hard happens, it is often the part that decides whether money becomes a second crisis or a…
Read MoreHow (and Why) to Build Your Emergency Fund: Preparing for Life’s Unpredictable Moments
A Wake-up Call for All of Us Recent events, like the government shutdown, have shined a spotlight on how financial disruptions can hit anyone, often without warning. Overnight, countless individuals faced the hard reality of managing life without a paycheck. The truth is, many people are just a paycheck or two away from facing real…
Read MoreYour Year-End Financial Checklist
Practical steps to wrap up the year with confidence, whatever stage of life you’re in. As the holidays approach, it’s easy to get swept up in to-do lists that have nothing to do with money—gift shopping, travel plans, and end-of-year celebrations. But before the year wraps up, it’s worth giving your finances a little attention…
Read MoreMedicare Decisions & Your Money: What to Review Before Open Enrollment
By On Purpose FinancialExpert insight contributed by Chris J. Todd, Benefits Consultant, Health Plans of Georgia When you left the corporate world, you didn’t leave open enrollment behind, you just graduated to a version with higher stakes. Each fall, Medicare enrollees face a wave of mailers, phone calls, and TV ads all promising “more benefits…
Read MoreWhen Crisis Hits: Helping Others
The first step in living life on purpose is asking for help in understanding what you need to make your retirement dreams become reality.
Read MoreHoliday Traditions: Cherished Moments That Bring Us Together
The first step in living life on purpose is asking for help in understanding what you need to make your retirement dreams become reality.
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